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DoubleVerify Holdings, Inc.（DV）与Forestar Group Inc.（FOR）财务数据对比。点击上方公司名可切换其他公司
Forestar Group Inc.的季度营收约是DoubleVerify Holdings, Inc.的1.5倍（$273.0M vs $180.8M），Forestar Group Inc.净利率更高（5.6% vs 3.5%，领先2.1%），DoubleVerify Holdings, Inc.同比增速更快（9.6% vs 9.0%），DoubleVerify Holdings, Inc.自由现金流更多（$-6.4M vs $-157.1M），过去两年DoubleVerify Holdings, Inc.的营收复合增速更高（7.7% vs -9.6%）
DoubleVerify Holdings是一家专注于媒体测量、分析及验证的技术服务商，核心业务为品牌安全、广告可见度、反广告欺诈等，帮助广告主、发布商及平台方优化数字广告投放效果，保障营销投入的ROI，业务覆盖全球多个市场。
福雷斯特集团是一家住宅地块开发企业，总部位于得克萨斯州阿灵顿，业务覆盖美国21个州的51个市场。截至2020年12月31日的12个月内，该公司交付了11518块住宅地块，目前在纽约证券交易所上市，自2002年起就是美国规模最大的住宅建筑商D.R. Horton的控股子公司。
DV vs FOR — 直观对比
损益表 — Q1 FY2026 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $180.8M | $273.0M |
| 净利润 | $6.4M | $15.4M |
| 毛利率 | — | 20.1% |
| 营业利润率 | 8.6% | 7.6% |
| 净利率 | 3.5% | 5.6% |
| 营收同比 | 9.6% | 9.0% |
| 净利润同比 | 171.5% | -6.7% |
| 每股收益（稀释后） | $0.04 | $0.30 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
| Q1 26 | $180.8M | — | ||
| Q4 25 | $205.6M | $273.0M | ||
| Q3 25 | $188.6M | $670.5M | ||
| Q2 25 | $189.0M | $390.5M | ||
| Q1 25 | $165.1M | $351.0M | ||
| Q4 24 | $190.6M | $250.4M | ||
| Q3 24 | $169.6M | $551.3M | ||
| Q2 24 | $155.9M | $318.4M |
| Q1 26 | $6.4M | — | ||
| Q4 25 | $29.3M | $15.4M | ||
| Q3 25 | $10.2M | $86.9M | ||
| Q2 25 | $8.8M | $32.9M | ||
| Q1 25 | $2.4M | $31.6M | ||
| Q4 24 | $23.4M | $16.5M | ||
| Q3 24 | $18.2M | $81.5M | ||
| Q2 24 | $7.5M | $38.7M |
| Q1 26 | — | — | ||
| Q4 25 | 82.5% | 20.1% | ||
| Q3 25 | 82.3% | 22.3% | ||
| Q2 25 | 82.5% | 20.4% | ||
| Q1 25 | 81.2% | 22.6% | ||
| Q4 24 | 82.0% | 22.0% | ||
| Q3 24 | 82.6% | 23.9% | ||
| Q2 24 | 83.3% | 22.5% |
| Q1 26 | 8.6% | — | ||
| Q4 25 | 18.4% | 7.6% | ||
| Q3 25 | 11.2% | 16.9% | ||
| Q2 25 | 7.2% | 11.2% | ||
| Q1 25 | 4.1% | 11.6% | ||
| Q4 24 | 20.3% | 8.7% | ||
| Q3 24 | 15.2% | 19.7% | ||
| Q2 24 | 7.1% | 16.2% |
| Q1 26 | 3.5% | — | ||
| Q4 25 | 14.3% | 5.6% | ||
| Q3 25 | 5.4% | 13.0% | ||
| Q2 25 | 4.6% | 8.4% | ||
| Q1 25 | 1.4% | 9.0% | ||
| Q4 24 | 12.3% | 6.6% | ||
| Q3 24 | 10.7% | 14.8% | ||
| Q2 24 | 4.8% | 12.2% |
| Q1 26 | $0.04 | — | ||
| Q4 25 | $0.18 | $0.30 | ||
| Q3 25 | $0.06 | $1.70 | ||
| Q2 25 | $0.05 | $0.65 | ||
| Q1 25 | $0.01 | $0.62 | ||
| Q4 24 | $0.14 | $0.32 | ||
| Q3 24 | $0.10 | $1.59 | ||
| Q2 24 | $0.04 | $0.76 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $173.8M | $211.7M |
| 总债务越低越好 | — | $793.2M |
| 股东权益账面价值 | $1.1B | $1.8B |
| 总资产 | $1.3B | $3.2B |
| 负债/权益比越低杠杆越低 | — | 0.44× |
8季度趋势，按日历期对齐
| Q1 26 | $173.8M | — | ||
| Q4 25 | $259.0M | $211.7M | ||
| Q3 25 | $200.7M | $379.2M | ||
| Q2 25 | $216.8M | $189.2M | ||
| Q1 25 | $174.3M | $174.3M | ||
| Q4 24 | $310.6M | $132.0M | ||
| Q3 24 | $362.6M | $481.2M | ||
| Q2 24 | $338.8M | $359.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $793.2M | ||
| Q3 25 | — | $802.7M | ||
| Q2 25 | — | $872.8M | ||
| Q1 25 | — | $872.5M | ||
| Q4 24 | — | $806.8M | ||
| Q3 24 | — | $706.4M | ||
| Q2 24 | — | $706.1M |
| Q1 26 | $1.1B | — | ||
| Q4 25 | $1.1B | $1.8B | ||
| Q3 25 | $1.1B | $1.8B | ||
| Q2 25 | $1.1B | $1.7B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $1.1B | $1.6B | ||
| Q3 24 | $1.1B | $1.6B | ||
| Q2 24 | $1.1B | $1.5B |
| Q1 26 | $1.3B | — | ||
| Q4 25 | $1.4B | $3.2B | ||
| Q3 25 | $1.3B | $3.1B | ||
| Q2 25 | $1.3B | $3.1B | ||
| Q1 25 | $1.2B | $3.0B | ||
| Q4 24 | $1.3B | $3.0B | ||
| Q3 24 | $1.3B | $2.8B | ||
| Q2 24 | $1.3B | $2.7B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.45× | ||
| Q2 25 | — | 0.52× | ||
| Q1 25 | — | 0.53× | ||
| Q4 24 | — | 0.50× | ||
| Q3 24 | — | 0.44× | ||
| Q2 24 | — | 0.47× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $4.2M | $-157.0M |
| 自由现金流经营现金流 - 资本支出 | $-6.4M | $-157.1M |
| 自由现金流率自由现金流/营收 | -3.5% | -57.5% |
| 资本支出强度资本支出/营收 | — | 0.0% |
| 现金转化率经营现金流/净利润 | 0.65× | -10.19× |
| 过去12个月自由现金流最近4个季度 | $134.9M | $93.0M |
8季度趋势，按日历期对齐
| Q1 26 | $4.2M | — | ||
| Q4 25 | $72.7M | $-157.0M | ||
| Q3 25 | $51.2M | $256.3M | ||
| Q2 25 | $49.6M | $15.8M | ||
| Q1 25 | $37.7M | $-19.8M | ||
| Q4 24 | $37.4M | $-450.0M | ||
| Q3 24 | $54.6M | $119.2M | ||
| Q2 24 | $35.9M | $-61.7M |
| Q1 26 | $-6.4M | — | ||
| Q4 25 | $62.1M | $-157.1M | ||
| Q3 25 | $39.0M | $255.6M | ||
| Q2 25 | $40.1M | $15.0M | ||
| Q1 25 | $31.4M | $-20.5M | ||
| Q4 24 | $30.0M | — | ||
| Q3 24 | $48.4M | $118.4M | ||
| Q2 24 | $28.7M | $-62.3M |
| Q1 26 | -3.5% | — | ||
| Q4 25 | 30.2% | -57.5% | ||
| Q3 25 | 20.7% | 38.1% | ||
| Q2 25 | 21.2% | 3.8% | ||
| Q1 25 | 19.0% | -5.8% | ||
| Q4 24 | 15.8% | — | ||
| Q3 24 | 28.5% | 21.5% | ||
| Q2 24 | 18.4% | -19.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.1% | 0.0% | ||
| Q3 25 | 6.4% | 0.1% | ||
| Q2 25 | 5.0% | 0.2% | ||
| Q1 25 | 3.8% | 0.2% | ||
| Q4 24 | 3.9% | 0.0% | ||
| Q3 24 | 3.7% | 0.1% | ||
| Q2 24 | 4.6% | 0.2% |
| Q1 26 | 0.65× | — | ||
| Q4 25 | 2.48× | -10.19× | ||
| Q3 25 | 5.02× | 2.95× | ||
| Q2 25 | 5.66× | 0.48× | ||
| Q1 25 | 15.95× | -0.63× | ||
| Q4 24 | 1.60× | -27.27× | ||
| Q3 24 | 3.00× | 1.46× | ||
| Q2 24 | 4.80× | -1.59× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
DV
| Activation | $100.5M | 56% |
| Measurement | $61.8M | 34% |
| Supply-side | $18.5M | 10% |
FOR
| D.R.Horton Inc. | $183.8M | 67% |
| Other | $89.2M | 33% |
